John Francis McIlroy
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000299319
- Location
- Sydney NSW 2000
- Licensee
- Crystal Wealth Partners Ltd (AFSL 412226)
- Authorised since
- 1 July 2012
- First provided advice
- 1984
- Qualifications
- Bachelor of Business, RMIT (1976); Certificate in Training, Financial Essentials (2006); Graduate of Institute of Company Directors, Institute of Company Directors (2014); Economic & Legal Context for Financial Planning, Kaplan (2020); Ethics & Professionalism, Kaplan (2020)
- Memberships
- CPA Australia (CPA); Institute of Company Directors; Institute of Managed Account Professionals (IMAP); Registered Tax Agent; Self-managed Independent Super Funds Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About John Francis McIlroy
John Francis McIlroy is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000299319.
John provides advice as an authorised representative of Crystal Wealth Partners Ltd, which holds Australian financial services licence 412226. That authorisation dates from 1 July 2012.
According to the register, John first provided financial advice in 1984. Qualifications and training on file include Bachelor of Business (RMIT, 1976), Certificate in Training (Financial Essentials, 2006) and Graduate of Institute of Company Directors (Institute of Company Directors, 2014). John is recorded as a member of CPA Australia (CPA), Institute of Company Directors and Institute of Managed Account Professionals (IMAP).
John is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is John Francis McIlroy a registered financial adviser?
Yes. John Francis McIlroy is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000299319.
Which licensee does John Francis McIlroy work under?
Crystal Wealth Partners Ltd, Australian financial services licence 412226.
What can John Francis McIlroy give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.